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Spdr Ser Tr shrt trsry etf shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Spdr Ser Tr shrt trsry etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr shrt trsry etf held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $766k 26k 29.05
2023-09-30 $653k 23k 28.72
2023-06-30 $601k 21k 28.79
2023-03-31 $568k 19k 29.23
2022-12-31 $449k 16k 28.89

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
Royal Bank of Canada
GLOBALT Investments LLC / GA
Bank of America Corporation
UBS Group
GM Advisory
HPM Partners
Branch Banking & Trust Company
Private Advisor
CWM
Crane Advisory
Wells Fargo & Company
Advisor Group Holdings
AE Wealth Management

View all funds holding Spdr Ser Tr shrt trsry etf